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Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
1926
Keebeck Wealth Management
Illinois
$15.8M -$345K -847 -2%
ACM
1927
Accent Capital Management
Ohio
$15.8M -$167K -410 -1%
TCCM
1928
Timber Creek Capital Management
Massachusetts
$15.8M +$986K +2,419 +6%
BRM
1929
Boston Research & Management
Massachusetts
$15.8M +$36.3K +89 +0.2%
OL
1930
one8zero8 LLC
North Carolina
$15.7M +$163K +401 +1%
IA
1931
IFG Advisory
Georgia
$15.7M +$1.84M +4,509 +12%
WAS
1932
Winch Advisory Services
Wisconsin
$15.7M -$91.3K -224 -0.5%
CPL
1933
Capital & Planning LLC
Georgia
$15.7M +$281K +688 +2%
PCMK
1934
Paragon Capital Management (Kansas)
Kansas
$15.7M -$830K -2,037 -5%
LSPW
1935
Lake Street Private Wealth
Illinois
$15.7M +$576K +1,414 +4%
CFS
1936
CRA Financial Services
New Jersey
$15.6M +$197K +484 +1%
MYIA
1937
Mount Yale Investment Advisors
Colorado
$15.6M -$328K -805 -2%
RGC
1938
Roberts, Glore & Co
Illinois
$15.6M -$78.7K -193 -0.5%
RBC
1939
Romano Brothers & Co
Illinois
$15.5M -$254K -622 -1%
HIC
1940
Harbor Island Capital
Massachusetts
$15.5M -$335K -822 -2%
EBSAM
1941
Eubel Brady & Suttman Asset Management
Ohio
$15.5M +$130K +319 +0.8%
DTC
1942
Davidson Trust Company
Washington
$15.5M +$785K +1,926 +5%
HDA
1943
Harold Davidson & Associates
California
$15.5M -$653K -1,601 -4%
LOPW
1944
Live Oak Private Wealth
North Carolina
$15.5M -$167K -409 -1%
BFG
1945
Berger Financial Group
Minnesota
$15.4M -$6.7M -16,432 -29%
LGWM
1946
Litman Gregory Wealth Management
California
$15.4M +$5.3K +13 +0%
MCM
1947
Morton Capital Management
California
$15.4M -$157K -385 -0.9%
NPT
1948
National Philanthropic Trust
Pennsylvania
$15.4M -$389K -954 -2%
KCPG
1949
Kavar Capital Partners Group
Kansas
$15.4M -$29.4K -72 -0.2%
ISB
1950
Iowa State Bank
Iowa
$15.4M +$126K +309 +0.8%
76 77
78
79 80